EWA
EP Wealth Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
12,050
-6,465
| -35% | -$132K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $470K | Buy |
18,515
+6,835
| +59% | +$173K | ﹤0.01% | 732 |
|
|
2024
Q4 | $318K | Sell |
11,680
-1,977
| -14% | -$53.8K | ﹤0.01% | 850 |
|
|
2024
Q3 | $397K | Buy |
13,657
+5,918
| +76% | +$172K | ﹤0.01% | 761 |
|
|
2024
Q2 | $261K | Sell |
7,739
-227
| -3% | -$7.67K | ﹤0.01% | 688 |
|
|
2024
Q1 | $314K | Buy |
7,966
+1,089
| +16% | +$42.9K | ﹤0.01% | 613 |
|
|
2023
Q4 | $249K | Buy |
6,877
+110
| +2% | +$3.98K | ﹤0.01% | 670 |
|
|
2023
Q3 | $274K | Sell |
6,767
-93,233
| -93% | -$3.78M | ﹤0.01% | 575 |
|
|
2023
Q2 | $223K | Buy |
100,000
+92,652
| +1,261% | +$207K | ﹤0.01% | 629 |
|
|
2023
Q1 | $5.06M | Buy |
+7,348
| New | +$5.06M | 0.09% | 132 |
|
|
2022
Q3 | – | Sell |
-7,243
| Closed | -$227K | – | 448 |
|
|
2022
Q2 | $227K | Buy |
7,243
+631
| +10% | +$19.8K | 0.01% | 543 |
|
|
2022
Q1 | $250K | Buy |
+6,612
| New | +$250K | 0.01% | 522 |
|
|
2014
Q1 | – | Sell |
-110,698
| Closed | -$5.62M | – | 120 |
|
|
2013
Q4 | $5.62M | Buy |
110,698
+1,878
| +2% | +$95.3K | 1.46% | 31 |
|
|
2013
Q3 | $5.24M | Sell |
108,820
-7,085
| -6% | -$341K | 1.65% | 28 |
|
|
2013
Q2 | $4.84M | Buy |
+115,905
| New | +$4.84M | 1.74% | 28 |
|